Chartered Financial Planner strikes deal for cashflow tool

A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.


22% say cashflow model NOT key for true Financial Planning

More than one in five readers who have taken part in the FP Today poll say they don’t believe cash flow modelling is essential for true Financial Planning.


Real life case study: Ian Brookes of Critchleys Financial Planning

Ian Brookes CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax. Read more...
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